GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,107 shares; 2024Q4: 58,335 shares; 2025Q1: 56,189 shares; 2025Q2: 50,035 shares; 2025Q3: 56,146 shares; 2025Q4: 55,555 shares; 2026Q1: 52,455 shares 52,455 $15.1M 5.81% -3,100 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,136 shares; 2024Q4: 55,788 shares; 2025Q1: 51,973 shares; 2025Q2: 50,402 shares; 2025Q3: 52,362 shares; 2025Q4: 53,597 shares; 2026Q1: 53,146 shares 53,146 $13.5M 5.19% -451 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,505 shares; 2024Q4: 77,479 shares; 2025Q1: 76,001 shares; 2025Q2: 75,435 shares; 2025Q3: 75,851 shares; 2025Q4: 75,833 shares; 2026Q1: 75,617 shares 75,617 $13.2M 5.08% -216 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 12,154 shares; 2025Q1: 11,930 shares; 2025Q2: 11,647 shares; 2025Q3: 11,826 shares; 2025Q4: 11,750 shares; 2026Q1: 11,643 shares 11,643 $10.7M 4.12% -107 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,655 shares; 2024Q4: 27,278 shares; 2025Q1: 25,174 shares; 2025Q2: 32,358 shares; 2025Q3: 25,040 shares; 2025Q4: 28,150 shares; 2026Q1: 28,180 shares 28,180 $10.4M 4.02% +30 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,563 shares; 2024Q4: 67,069 shares; 2025Q1: 60,684 shares; 2025Q2: 52,365 shares; 2025Q3: 60,726 shares; 2025Q4: 59,267 shares; 2026Q1: 57,056 shares 57,056 $9.11M 3.51% -2,211 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,325 shares; 2024Q4: 72,515 shares; 2025Q1: 69,663 shares; 2025Q2: 61,033 shares; 2025Q3: 64,862 shares; 2025Q4: 61,394 shares; 2026Q1: 61,326 shares 61,326 $9.02M 3.47% -68 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 22,001 shares; 2025Q1: 20,702 shares; 2025Q2: 20,218 shares; 2025Q3: 20,606 shares; 2025Q4: 20,345 shares; 2026Q1: 20,289 shares 20,289 $6.13M 2.36% -56 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,080 shares; 2024Q4: 17,278 shares; 2025Q1: 17,525 shares; 2025Q2: 16,036 shares; 2025Q3: 17,874 shares; 2025Q4: 17,871 shares; 2026Q1: 17,920 shares 17,920 $6.05M 2.33% +49 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,195 shares; 2024Q4: 38,090 shares; 2025Q1: 36,873 shares; 2025Q2: 33,668 shares; 2025Q3: 37,482 shares; 2025Q4: 38,699 shares; 2026Q1: 35,162 shares 35,162 $5.97M 2.3% -3,537 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,939 shares; 2024Q4: 15,996 shares; 2025Q1: 15,753 shares; 2025Q2: 15,704 shares; 2025Q3: 16,154 shares; 2025Q4: 16,119 shares; 2026Q1: 15,813 shares 15,813 $5.56M 2.14% -306 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 9,288 shares; 2025Q1: 9,146 shares; 2025Q2: 9,064 shares; 2025Q3: 9,188 shares; 2025Q4: 9,079 shares; 2026Q1: 9,074 shares 9,074 $5.19M 2% -5 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 43,142 shares; 2025Q1: 43,032 shares; 2025Q2: 41,786 shares; 2025Q3: 43,037 shares; 2025Q4: 42,573 shares; 2026Q1: 42,122 shares 42,122 $5.17M 1.99% -451 TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 19,029 shares; 2025Q1: 17,623 shares; 2025Q2: 16,460 shares; 2025Q3: 17,556 shares; 2025Q4: 17,296 shares; 2026Q1: 16,892 shares 16,892 $4.93M 1.9% -404 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,321 shares; 2024Q4: 20,213 shares; 2025Q1: 20,206 shares; 2025Q2: 8,968 shares; 2025Q3: 20,429 shares; 2025Q4: 20,286 shares; 2026Q1: 19,975 shares 19,975 $4.51M 1.74% -311 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,157 shares; 2024Q4: 12,973 shares; 2025Q1: 12,078 shares; 2025Q2: 10,733 shares; 2025Q3: 12,334 shares; 2025Q4: 12,445 shares; 2026Q1: 12,435 shares 12,435 $4.45M 1.71% -10 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,995 shares; 2024Q4: 17,050 shares; 2025Q1: 15,595 shares; 2025Q2: 14,882 shares; 2025Q3: 15,465 shares; 2025Q4: 15,210 shares; 2026Q1: 15,012 shares 15,012 $4.42M 1.7% -198 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,186 shares; 2024Q4: 21,997 shares; 2025Q1: 20,463 shares; 2025Q2: 15,146 shares; 2025Q3: 20,948 shares; 2025Q4: 17,934 shares; 2026Q1: 17,237 shares 17,237 $4.21M 1.62% -697 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,388 shares; 2024Q4: 20,976 shares; 2025Q1: 19,982 shares; 2025Q2: 20,043 shares; 2025Q3: 20,156 shares; 2025Q4: 20,152 shares; 2026Q1: 20,034 shares 20,034 $4.07M 1.57% -118 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,795 shares; 2024Q4: 41,502 shares; 2025Q1: 40,926 shares; 2025Q2: 37,325 shares; 2025Q3: 41,271 shares; 2025Q4: 39,679 shares; 2026Q1: 38,918 shares 38,918 $3.75M 1.44% -761 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,057 shares; 2024Q4: 48,950 shares; 2025Q1: 48,284 shares; 2025Q2: 50,307 shares; 2025Q3: 49,110 shares; 2025Q4: 48,497 shares; 2026Q1: 47,507 shares 47,507 $3.69M 1.42% -990 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,899 shares; 2024Q4: 41,441 shares; 2025Q1: 40,341 shares; 2025Q2: 39,960 shares; 2025Q3: 40,412 shares; 2025Q4: 40,325 shares; 2026Q1: 39,934 shares 39,934 $3.68M 1.42% -391 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,512 shares; 2024Q4: 17,599 shares; 2025Q1: 17,444 shares; 2025Q2: 17,452 shares; 2025Q3: 17,473 shares; 2025Q4: 17,509 shares; 2026Q1: 17,497 shares 17,497 $3.64M 1.4% -12 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 6,967 shares; 2025Q1: 6,967 shares; 2025Q2: 7,171 shares; 2025Q3: 7,124 shares; 2025Q4: 7,105 shares; 2026Q1: 7,185 shares 7,185 $3.59M 1.38% +80 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,163 shares; 2024Q4: 19,225 shares; 2025Q1: 19,074 shares; 2025Q2: 19,189 shares; 2025Q3: 19,397 shares; 2025Q4: 19,276 shares; 2026Q1: 19,177 shares 19,177 $3.58M 1.38% -99 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,993 shares; 2025Q1: 6,451 shares; 2025Q2: 7,492 shares; 2025Q3: 5,619 shares; 2025Q4: 5,968 shares; 2026Q1: 5,851 shares 5,851 $3.5M 1.35% -117 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,385 shares; 2024Q4: 28,385 shares; 2025Q1: 27,438 shares; 2025Q2: 22,906 shares; 2025Q3: 27,183 shares; 2025Q4: 26,166 shares; 2026Q1: 24,565 shares 24,565 $3.24M 1.25% -1,601 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,242 shares; 2024Q4: 59,781 shares; 2025Q1: 56,726 shares; 2025Q2: 38,406 shares; 2025Q3: 56,162 shares; 2025Q4: 46,674 shares; 2026Q1: 43,953 shares 43,953 $3.14M 1.21% -2,721 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 15,043 shares; 2025Q1: 15,064 shares; 2025Q2: 15,115 shares; 2025Q3: 15,459 shares; 2025Q4: 15,230 shares; 2026Q1: 15,103 shares 15,103 $2.99M 1.15% -127 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,447 shares; 2024Q4: 11,292 shares; 2025Q1: 10,320 shares; 2025Q2: 9,682 shares; 2025Q3: 10,095 shares; 2025Q4: 9,923 shares; 2026Q1: 9,772 shares 9,772 $2.96M 1.14% -151 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 11,073 shares; 2025Q1: 11,023 shares; 2025Q2: 10,957 shares; 2025Q3: 10,920 shares; 2025Q4: 10,882 shares; 2026Q1: 10,927 shares 10,927 $2.84M 1.1% +45 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 8,224 shares; 2025Q1: 7,850 shares; 2025Q2: 8,557 shares; 2025Q3: 8,468 shares; 2025Q4: 8,581 shares; 2026Q1: 8,542 shares 8,542 $2.81M 1.08% -39 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,241 shares; 2024Q4: 12,066 shares; 2025Q1: 10,869 shares; 2025Q2: 10,437 shares; 2025Q3: 10,859 shares; 2025Q4: 10,706 shares; 2026Q1: 10,444 shares 10,444 $2.78M 1.07% -262 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,308 shares; 2025Q3: not reported; 2025Q4: 16,363 shares; 2026Q1: 16,265 shares 16,265 $2.75M 1.06% -98 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,832 shares; 2025Q1: 2,727 shares; 2025Q2: 2,539 shares; 2025Q3: 2,694 shares; 2025Q4: 2,634 shares; 2026Q1: 2,568 shares 2,568 $2.74M 1.06% -66 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 12,698 shares; 2025Q1: 12,837 shares; 2025Q2: 12,688 shares; 2025Q3: 13,591 shares; 2025Q4: 13,260 shares; 2026Q1: 12,987 shares 12,987 $2.69M 1.03% -273 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 8,361 shares; 2025Q3: 94 shares; 2025Q4: 88 shares; 2026Q1: 8,349 shares 8,349 $2.58M 1% +8,261 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 13,801 shares; 2025Q1: 12,416 shares; 2025Q2: 12,211 shares; 2025Q3: 12,381 shares; 2025Q4: 12,381 shares; 2026Q1: 12,388 shares 12,388 $2.57M 0.99% +7 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 21,274 shares; 2025Q1: 18,315 shares; 2025Q2: 19,018 shares; 2025Q3: 19,035 shares; 2025Q4: 19,247 shares; 2026Q1: 18,967 shares 18,967 $2.49M 0.96% -280 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 9,039 shares; 2025Q1: 8,447 shares; 2025Q2: 7,761 shares; 2025Q3: 8,160 shares; 2025Q4: 7,762 shares; 2026Q1: 7,762 shares 7,762 $2.44M 0.94% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 21,120 shares; 2025Q1: 20,605 shares; 2025Q2: 19,754 shares; 2025Q3: 21,630 shares; 2025Q4: 21,020 shares; 2026Q1: 19,774 shares 19,774 $2.39M 0.92% -1,246 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,421 shares; 2024Q4: 13,260 shares; 2025Q1: 12,895 shares; 2025Q2: 10,757 shares; 2025Q3: 12,883 shares; 2025Q4: 11,457 shares; 2026Q1: 10,822 shares 10,822 $2.35M 0.91% -635 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,569 shares; 2024Q4: 44,089 shares; 2025Q1: 44,833 shares; 2025Q2: 37,776 shares; 2025Q3: 46,475 shares; 2025Q4: 40,206 shares; 2026Q1: 37,801 shares 37,801 $2M 0.77% -2,405 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 17,473 shares; 2025Q1: 16,864 shares; 2025Q2: 14,322 shares; 2025Q3: 16,784 shares; 2025Q4: 17,402 shares; 2026Q1: 16,457 shares 16,457 $1.98M 0.76% -945 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,443 shares; 2024Q4: 20,763 shares; 2025Q1: 20,191 shares; 2025Q2: 22,195 shares; 2025Q3: 21,415 shares; 2025Q4: 22,384 shares; 2026Q1: 22,196 shares 22,196 $1.92M 0.74% -188 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,875 shares; 2024Q4: 28,930 shares; 2025Q1: 28,260 shares; 2025Q2: not reported; 2025Q3: 28,260 shares; 2025Q4: 22,149 shares; 2026Q1: 20,853 shares 20,853 $1.87M 0.72% -1,296 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 14,109 shares; 2025Q1: 13,832 shares; 2025Q2: 13,358 shares; 2025Q3: 13,672 shares; 2025Q4: 13,882 shares; 2026Q1: 13,983 shares 13,983 $1.8M 0.69% +101 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,408 shares; 2024Q4: 17,498 shares; 2025Q1: 16,925 shares; 2025Q2: 15,209 shares; 2025Q3: 16,864 shares; 2025Q4: 16,779 shares; 2026Q1: 15,859 shares 15,859 $1.74M 0.67% -920 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,248 shares; 2025Q1: 6,149 shares; 2025Q2: 5,563 shares; 2025Q3: 6,544 shares; 2025Q4: 6,492 shares; 2026Q1: 6,301 shares 6,301 $1.71M 0.66% -191 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,691 shares; 2025Q1: 56,968 shares; 2025Q2: 45,062 shares; 2025Q3: 56,693 shares; 2025Q4: 47,573 shares; 2026Q1: 45,062 shares 45,062 $1.66M 0.64% -2,511 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,851 shares; 2025Q1: 4,684 shares; 2025Q2: 6,771 shares; 2025Q3: 5,773 shares; 2025Q4: 6,807 shares; 2026Q1: 6,738 shares 6,738 $1.59M 0.61% -69 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,397 shares; 2025Q1: 6,744 shares; 2025Q2: 7,322 shares; 2025Q3: 6,734 shares; 2025Q4: 6,734 shares; 2026Q1: 7,207 shares 7,207 $1.58M 0.61% +473 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 16,949 shares; 2025Q1: 15,055 shares; 2025Q2: 13,541 shares; 2025Q3: 14,950 shares; 2025Q4: 14,583 shares; 2026Q1: 14,486 shares 14,486 $1.49M 0.57% -97 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,626 shares; 2024Q4: 21,829 shares; 2025Q1: 21,241 shares; 2025Q2: 14,919 shares; 2025Q3: 20,778 shares; 2025Q4: 16,221 shares; 2026Q1: 14,919 shares 14,919 $1.47M 0.57% -1,302 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,554 shares; 2025Q1: 4,346 shares; 2025Q2: 3,725 shares; 2025Q3: 4,246 shares; 2025Q4: 4,219 shares; 2026Q1: 3,999 shares 3,999 $1.42M 0.55% -220 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 9,405 shares; 2025Q1: 7,472 shares; 2025Q2: 4,210 shares; 2025Q3: 7,352 shares; 2025Q4: 6,943 shares; 2026Q1: 4,960 shares 4,960 $1.42M 0.55% -1,983 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,440 shares; 2024Q4: 16,856 shares; 2025Q1: 16,006 shares; 2025Q2: 14,755 shares; 2025Q3: 15,317 shares; 2025Q4: 15,010 shares; 2026Q1: 14,785 shares 14,785 $1.18M 0.45% -225 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,243 shares; 2024Q4: 37,213 shares; 2025Q1: 36,513 shares; 2025Q2: 30,066 shares; 2025Q3: 36,513 shares; 2025Q4: 32,091 shares; 2026Q1: 30,856 shares 30,856 $1.15M 0.44% -1,235 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 10,650 shares; 2025Q1: 10,691 shares; 2025Q2: 10,468 shares; 2025Q3: 10,691 shares; 2025Q4: 10,579 shares; 2026Q1: 10,543 shares 10,543 $1.11M 0.43% -36 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,192 shares; 2024Q4: 8,917 shares; 2025Q1: 8,334 shares; 2025Q2: 7,667 shares; 2025Q3: 8,174 shares; 2025Q4: 8,124 shares; 2026Q1: 7,902 shares 7,902 $1.03M 0.4% -222 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 3,044 shares; 2025Q1: 2,558 shares; 2025Q2: 2,645 shares; 2025Q3: 3,149 shares; 2025Q4: 3,155 shares; 2026Q1: 3,151 shares 3,151 $1.01M 0.39% -4 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 17,891 shares; 2025Q1: 16,032 shares; 2025Q2: 12,659 shares; 2025Q3: 15,885 shares; 2025Q4: 13,460 shares; 2026Q1: 12,890 shares 12,890 $984K 0.38% -570 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,234 shares; 2024Q4: 19,080 shares; 2025Q1: 18,730 shares; 2025Q2: 7,860 shares; 2025Q3: 18,326 shares; 2025Q4: 14,961 shares; 2026Q1: 11,193 shares 11,193 $910K 0.35% -3,768 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,323 shares; 2024Q4: 10,018 shares; 2025Q1: 9,588 shares; 2025Q2: 15,695 shares; 2025Q3: 19,175 shares; 2025Q4: 19,250 shares; 2026Q1: 18,502 shares 18,502 $858K 0.33% -748 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 5,846 shares; 2025Q1: 4,478 shares; 2025Q2: 3,796 shares; 2025Q3: 4,388 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares 4,091 $802K 0.31% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,535 shares; 2025Q2: 3,533 shares; 2025Q3: 2,545 shares; 2025Q4: 2,620 shares; 2026Q1: 3,345 shares 3,345 $769K 0.3% +725 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 9,926 shares; 2025Q1: 9,610 shares; 2025Q2: 8,143 shares; 2025Q3: 9,610 shares; 2025Q4: 8,971 shares; 2026Q1: 8,856 shares 8,856 $755K 0.29% -115 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 3,640 shares; 2025Q1: 2,980 shares; 2025Q2: 2,764 shares; 2025Q3: 2,930 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares 2,819 $752K 0.29% 0 GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 673 shares; 2025Q1: 666 shares; 2025Q2: 537 shares; 2025Q3: 666 shares; 2025Q4: 676 shares; 2026Q1: 672 shares 672 $733K 0.28% -4 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,568 shares; 2025Q1: 12,374 shares; 2025Q2: not reported; 2025Q3: 12,573 shares; 2025Q4: 12,066 shares; 2026Q1: 11,905 shares 11,905 $664K 0.26% -161 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,639 shares; 2025Q1: 1,570 shares; 2025Q2: 2,053 shares; 2025Q3: 1,570 shares; 2025Q4: 1,620 shares; 2026Q1: 2,031 shares 2,031 $662K 0.25% +411 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,244 shares; 2025Q1: 2,792 shares; 2025Q2: 2,500 shares; 2025Q3: 2,772 shares; 2025Q4: 2,612 shares; 2026Q1: 2,582 shares 2,582 $626K 0.24% -30 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,460 shares; 2024Q4: 25,460 shares; 2025Q1: 24,460 shares; 2025Q2: 19,571 shares; 2025Q3: 23,740 shares; 2025Q4: 22,976 shares; 2026Q1: 20,581 shares 20,581 $591K 0.23% -2,395 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 6,820 shares; 2025Q1: 6,747 shares; 2025Q2: 5,815 shares; 2025Q3: 6,616 shares; 2025Q4: 6,330 shares; 2026Q1: 6,020 shares 6,020 $588K 0.23% -310 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 3,536 shares; 2025Q3: 78 shares; 2025Q4: 3,541 shares; 2026Q1: 3,523 shares 3,523 $565K 0.22% -18 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 4,706 shares; 2025Q2: 4,541 shares; 2025Q3: 4,541 shares; 2025Q4: 4,541 shares; 2026Q1: 4,541 shares 4,541 $564K 0.22% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,559 shares; 2025Q3: 1,804 shares; 2025Q4: 1,675 shares; 2026Q1: 1,609 shares 1,609 $429K 0.17% -66 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,673 shares; 2025Q1: 4,708 shares; 2025Q2: 5,192 shares; 2025Q3: not reported; 2025Q4: 5,090 shares; 2026Q1: 5,129 shares 5,129 $424K 0.16% +39 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,965 shares; 2024Q4: 11,607 shares; 2025Q1: 10,147 shares; 2025Q2: 8,626 shares; 2025Q3: 9,482 shares; 2025Q4: 9,005 shares; 2026Q1: 8,626 shares 8,626 $421K 0.16% -379 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,569 shares; 2024Q4: 19,155 shares; 2025Q1: 18,558 shares; 2025Q2: 14,250 shares; 2025Q3: 18,284 shares; 2025Q4: 14,925 shares; 2026Q1: 14,275 shares 14,275 $401K 0.15% -650 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: not reported; 2025Q4: 5,002 shares; 2026Q1: 4,968 shares 4,968 $378K 0.15% -34 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 4,180 shares; 2025Q3: 5,310 shares; 2025Q4: 5,210 shares; 2026Q1: 5,010 shares 5,010 $326K 0.13% -200 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 5,135 shares; 2025Q1: 5,023 shares; 2025Q2: 3,292 shares; 2025Q3: 4,998 shares; 2025Q4: 3,537 shares; 2026Q1: 3,292 shares 3,292 $318K 0.12% -245 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 5,512 shares; 2025Q3: 8,192 shares; 2025Q4: 7,580 shares; 2026Q1: 5,750 shares 5,750 $295K 0.11% -1,830 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,519 shares; 2025Q1: 1,529 shares; 2025Q2: 1,595 shares; 2025Q3: 1,543 shares; 2025Q4: 1,569 shares; 2026Q1: 1,581 shares 1,581 $272K 0.1% +12 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 640 shares; 2025Q1: 360 shares; 2025Q2: 260 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 260 shares 260 $259K 0.1% -110 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,487 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares 1,597 $248K 0.1% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $243K 0.09% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 5,920 shares; 2025Q1: 5,885 shares; 2025Q2: 3,170 shares; 2025Q3: 5,885 shares; 2025Q4: 3,595 shares; 2026Q1: 3,445 shares 3,445 $234K 0.09% -150 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 503 shares; 2025Q1: 402 shares; 2025Q2: 267 shares; 2025Q3: 332 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $231K 0.09% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $223K 0.09% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 4,139 shares; 2025Q1: 3,989 shares; 2025Q2: 3,812 shares; 2025Q3: 4,057 shares; 2025Q4: 3,812 shares; 2026Q1: 3,812 shares 3,812 $220K 0.08% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,247 shares; 2024Q4: 11,262 shares; 2025Q1: 10,878 shares; 2025Q2: 7,952 shares; 2025Q3: 9,797 shares; 2025Q4: 8,424 shares; 2026Q1: 7,952 shares 7,952 $210K 0.08% -472 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 4,977 shares; 2025Q1: 3,086 shares; 2025Q2: 2,213 shares; 2025Q3: 3,086 shares; 2025Q4: 2,405 shares; 2026Q1: 2,240 shares 2,240 $204K 0.08% -165 VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,058 shares; 2025Q1: 1,061 shares; 2025Q2: 2,628 shares; 2025Q3: 1,069 shares; 2025Q4: 980 shares; 2026Q1: 2,616 shares 2,616 $202K 0.08% +1,636 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 790 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 790 shares 790 $152K 0.06% -750 Timeline BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 371 shares; 2025Q1: 346 shares; 2025Q2: 6,713 shares; 2025Q3: 336 shares; 2025Q4: 310 shares; 2026Q1: 291 shares 291 $139K 0.05% -19 LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $138K 0.05% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 2,320 shares; 2025Q1: 2,260 shares; 2025Q2: 1,040 shares; 2025Q3: 2,260 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares 2,058 $136K 0.05% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $135K 0.05% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,385 shares; 2025Q3: 1,480 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $128K 0.05% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 3,807 shares; 2025Q1: 3,807 shares; 2025Q2: 1,507 shares; 2025Q3: 3,807 shares; 2025Q4: 2,697 shares; 2026Q1: 1,722 shares 1,722 $125K 0.05% -975 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 2,445 shares; 2025Q2: 1,565 shares; 2025Q3: 2,445 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $111K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $108K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: 1,704 shares; 2025Q2: not reported; 2025Q3: 1,704 shares; 2025Q4: 1,677 shares; 2026Q1: 1,623 shares 1,623 $100K 0.04% -54 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares 1,209 $91.9K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 942 shares; 2025Q3: 2,918 shares; 2025Q4: 1,332 shares; 2026Q1: 942 shares 942 $87.5K 0.03% -390 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $85K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $84.5K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 1,761 shares; 2025Q1: 1,065 shares; 2025Q2: 891 shares; 2025Q3: 1,065 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $82.9K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 2,354 shares; 2025Q1: 1,839 shares; 2025Q2: 742 shares; 2025Q3: 1,449 shares; 2025Q4: 819 shares; 2026Q1: 819 shares 819 $79K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 281 shares; 2025Q3: 261 shares; 2025Q4: 279 shares; 2026Q1: 280 shares 280 $73.4K 0.03% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 990 shares; 2025Q3: 236 shares; 2025Q4: 246 shares; 2026Q1: 247 shares 247 $70.9K 0.03% +1 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 650 shares; 2025Q3: 1,300 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $64.4K 0.02% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $63.6K 0.02% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,502 shares; 2025Q1: 1,486 shares; 2025Q2: 1,324 shares; 2025Q3: not reported; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares 1,437 $61.6K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 240 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $60.8K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 364 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $60.1K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $57.8K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $54.6K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 900 shares; 2026Q1: 800 shares 800 $52.8K 0.02% -100 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104 $51.9K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $48.8K 0.02% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 500 shares; 2025Q1: 460 shares; 2025Q2: 222 shares; 2025Q3: 460 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $47.4K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $40.5K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 104 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $40K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $38.6K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 39 shares; 2025Q2: 390 shares; 2025Q3: 39 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $37.5K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 130 shares; 2025Q3: 545 shares; 2025Q4: 225 shares; 2026Q1: 130 shares 130 $37.3K 0.01% -95 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 190 shares; 2025Q3: 1,450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $32.7K 0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 1,365 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 1,365 shares 1,365 $29.3K 0.01% -1,360 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $28.9K 0.01% 0 Timeline ASML HOLDING N V NEW YORK R… ASML HOLDING N V NEW YORK REGI More: the full row for ASML HOLDING N V NEW YORK REGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $26.4K 0.01% new SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 52 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $24.7K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $24.6K 0.01% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 36 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $20.9K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 885 shares; 2025Q1: 745 shares; 2025Q2: 175 shares; 2025Q3: 745 shares; 2025Q4: 245 shares; 2026Q1: 175 shares 175 $19.8K 0.01% -70 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $19.7K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 360 shares; 2026Q1: 160 shares 160 $18.1K 0.01% -200 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $15.3K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $13.2K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $12.2K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $11.9K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $11.9K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 28 shares; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $11.9K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $11.7K <0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 30 shares; 2025Q1: 36 shares; 2025Q2: 30 shares; 2025Q3: 36 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $11.2K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $10.6K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $10.6K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $9.41K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 100 shares; 2025Q3: 500 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.01K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 87 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $8.16K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $8.01K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.45K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $7.44K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $7.18K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $7.15K <0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 1 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $7.14K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $7.03K <0.01% 0 Timeline CONSTELLATION ENERGY GROUP … CONSTELLATION ENERGY GROUP INC More: the full row for CONSTELLATION ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $6.98K <0.01% new SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $6.9K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $6.43K <0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $6.39K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $5.86K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $5.37K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $5.06K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $4.81K <0.01% 0 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,953 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $4.27K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.62K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.59K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.49K <0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $3.46K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $3.38K <0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $3.17K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $3.03K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 55 shares; 2025Q3: 30 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $2.79K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.75K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.7K <0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.65K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 7 shares; 2025Q3: 23 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.64K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $2.61K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 7 shares 7 $2.59K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.33K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.13K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.87K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 247 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $1.69K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.62K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $1.61K <0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $1.48K <0.01% 0 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $1.24K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $1.14K <0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $1.02K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15 $882 <0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $728 <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $677 <0.01% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $436 <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $151 <0.01% 0 Timeline